USER GUIDES DEMOGRAPHICS - INVOLVEMENTS

Transcription

1 USER GUIDES DEMOGRAPHICS - INVOLVEMENTS Transforming Recording, Improving Outcomes

2 Contents How to assign Professionals i.e. Social Care Workers... 3 Viewing & Updating Professional Involvement Details... 5 Reassigning a Professional Role... 5 How to Add Key Agencies... 6 Current Tasks for a Child/Young Person... 6 Page 1 of 7

3 Involvements The Involvements tab is where you can view Professionals, Key Agencies and Current Tasks for the Child/Young Person. Professionals: These are Hounslow Social Care workers such as Allocated Case Worker; Team Manager; Secondary Worker etc. Current Tasks for this Child/Young Person: This is where you can find who is assigned to complete an open task for the child/young Person, for instance, the CSO in the Intake Team who completed a contact on a child s record would be able to go to this tab and see who has been assigned as the authoriser Key Agencies: These are Agencies which are involved with the child, for instance, GP Surgery; School; Family Centre etc Page 2 of 7

4 How to assign Professionals i.e. Social Care Workers Click on the link Add Professionals Click on All Professiona ls on the left of your screen Enter some search criteria into the boxes using wildcards of % or * if necessary and click Search Page 3 of 7

5 From the list displayed click on the Name of the Professional required Click Confirm if you wish to add the Professional to the record s Involvements Before confirming your selection you have the opportunity to Bookmark the Professional which is useful if it is a contact that you frequently use. The Bookmarked contact will be retained in your list of Professionals/Key Agencies and you will not have to search for them again Page 4 of 7

6 The Start Date defaults to today s date but can be overtyped and a retrospective date can be added From the dropdown picklist select the Professional Role for instance, for a social worker who is the lead professional for the child you would select the Allocated Case Worker role Click Create Viewing & Updating Professional Involvement Details You are able to View and Update Professional involvements via the Involvement tab. Click on the name of the worker you wish to view or update On the right hand side of the screen you can see specific tasks assigned to this user and details of other children that this worker is involved with. Clicking on Update Professional Involvement allows you to update the Start Date, End Date & Comments. Click Update to confirm the changes. Reassigning a Professional Role NB: Re-assigning the Allocated Case Worker role should only be actioned by the Team Manager, Practice Manager or their nominated Allocations person. It is important to re-assign this role so that all tasks are automatically assigned to the new Allocated Case Worker Navigate to the Involvements tab and click on the name of the Professional who s role you wish to re-assign Page 5 of 7

7 Click on Reassign this Role link Click on the x next to the current assigned Professional to remove the current worker Using the Click here to select user link either select the Professional s name from either your contacts or search for the required professional via the All Professionals link and confirm your selection. Click Update Using the demographic icon return to the child s demographics and view the Involvements tab which will be updated with the new information added. All tasks which were assigned to the previous professional will now be re-assigned to the new professional and will appear in their worktray. How to Add Key Agencies Navigate to the Involvements tab Click on the Add Key Agency link Choose the Key Agency Role from the drop-down picklist Select the link Click here to select a user Using the All Groups link search for the name of the key agency that you wish to select. Confirm your selection Enter the Start Date for the commencement of their involvement with a child. If no start date for the agency is provided then select the date of notification of involvement as the start date. Click Create Current Tasks for a Child/Young Person The section at the bottom of Involvements automatically updates as tasks are automatically or manually assigned to other Professionals or group worktrays such as authorisation tasks. You can hover your mouse over any of the tasks and you are able to see if the task has been opened/accessed by the Professional who is assigned the task By clicking on the task you can access the child s pathway at the point of where this task is situated. Page 6 of 7